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Glossary Term
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Convertible Note

Definition

A Convertible Note is a financial instrument used in startup financing where an investor loans money to a company with the expectation that the loan will convert into equity at a future funding round. It includes terms such as interest rate, maturity date, discount rate, and valuation cap, which determine the conversion into equity shares.

Relevance to the MedTech Industry

Convertible Notes are widely used by early-stage MedTech companies to secure funding for R&D, clinical trials, and regulatory submissions without undergoing immediate valuation. They offer a flexible way to attract investment while allowing the company to delay equity pricing until a future funding event.

Additional Information & Related Terms

  • Convertible Debt A broader term that includes convertible notes as a specific financing instrument.

  • Equity Financing Convertible notes often convert into equity during subsequent funding rounds.

  • Valuation Cap A maximum company valuation at which a note can convert into equity.

  • Bridge Loan Similar to convertible notes but typically does not include an equity conversion feature.


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